Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORNERSTONE WEALTH MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 556 | 1,299,609,635 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC | COM | 201 | $1,274,296 | 20,144 | 0.00 | 0.00 | 512 | 2.61 | 06-30-2024 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 202 | $1,272,973 | 8,734 | 0.00 | 0.00 | -1,192 | -12.01 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 203 | $1,264,277 | 6,169 | 0.00 | 0.00 | -481 | -7.23 | 06-30-2024 |
| CATERPILLAR INC | COM | 204 | $1,257,955 | 3,777 | 0.00 | 0.00 | -207 | -5.20 | 06-30-2024 |
